David Lerner Associates Inc.

United States · Financial Services

David Lerner Associates, Inc. is a privately held securities broker/dealer firm founded in 1976 and headquartered in Syosset, New York. The company operates branch offices in several locations, including Westport, Boca Raton, Teaneck, Lawrenceville, and White Plains. With over 350 professionals, it manages client assets exceeding $4–6 billion. The firm emphasizes a client-centric approach known as *The Sensible Middle Ground of Investing®*, focusing on stability and conservative investment strategies. The company offers a range of services, including municipal bonds, mutual funds, retirement planning, life insurance, and investment seminars. It targets retail investors who prefer face-to-face consultations and employs Investment Counselors who are licensed and trained to provide tailored financial advice. David Lerner Associates is also committed to community involvement and has received recognition for its workplace culture.